+157.6%
DWLD vs VT
+196.1%
-38.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +4.0% |
| 7D | +3.1% | -4.2% | +7.3% | +7.7% |
| 30D | +1.5% | -5.8% | +7.3% | +7.9% |
| 3M | -6.0% | -5.2% | -0.7% | -0.8% |
| 6M | -2.7% | +0.1% | -2.9% | -3.5% |
| YTD | -1.9% | +8.2% | -10.1% | -10.5% |
| 1Y | +3.3% | +10.1% | -6.9% | -7.6% |
| 3Y | +71.5% | +69.7% | +1.9% | -3.8% |
| 5Y | +56.9% | +53.4% | +3.5% | -1.2% |
| All | +157.6% | +196.1% | -38.5% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling